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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,653 | $100,911-98.4% | $90,440-98.2% | $158,966-99.0% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 1.70% | 1726.62%-1724.9pp | 1294.38%-1292.7pp | 302.95%-301.3pp |
| Employer contribution / active EE | $0 | $3,690-100.0% | $3,263-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $902 | $4,348-79.2% | $3,964-77.2% | $5,983-84.9% |
| Admin fee / account holder | $504 | $6,507-92.3% | $5,615-91.0% | $11,250-95.5% |